Tasks FAQs

Why can't I assign a Charge Item to a Task?

There are a few reasons why your Charge Items might not be showing.

1. You have not yet created any Charge Items.

   You can create Charge Items as described in Creating & Updating Charge Items. Only Admins can create Charge Items, so if you are not an Admin, ask one to create them for you.

   If you have definitely created Charge Items, then it is likely that you have not created a Service for your Participant.

2. You have not created a Service for the Participant.

   To assign a Charge Item to a Task for a Participant, you must first create a Service and assign at least one Charge Item to the Service. Please watch the video below showing how to do this.

3. The Charge Item I need isn't showing

   Firstly, if the Charge Item is kilometres, please read the section below.

   If some Charge Items are showing but not the one you need, it's likely you haven't assigned that Charge Item to a Service for the Participant. Please watch the video below showing how to set up a new Service, but it also shows how to assign Charge Items to an existing service.

   The Service must also be active on the task's date, and the task must have a Participant selected.

You can learn more in Services.

I can't add Kilometres from the Task Board

Kilometres must be added from the Finance tab within the Task. Please watch the video below showing how to do this.

Why can't I change or delete a task?

Either the task is locked because one of its charges has been invoiced, or it belongs to another user and you aren't an Admin or Manager. See Invoiced Tasks Are Locked and Who Can Do What With Tasks.

Can I restore a deleted task?

No. Deleting a task removes it permanently, with its notes, charges and documents. See Deleting Tasks.

What is the difference between Tasks and Notes?

A task is the billable item: the work you are doing, with its time and charges. Notes describe that work. A task can have several notes. See Understanding Tasks.